Deleting Worksteps from a Template

Keep in mind the following when you're deleting worksteps from a template:

  • Deleting an unlocked workstep removes it from the template, but not from existing projects that use the template.
  • For locked worksteps, what is deleted depends on whether there is unbilled WIP (time or expenses) for the workstep in the projects using the template.
    • If the workstep has: Then the workstep is deleted from:
    No WIP entered All open projects and the template
    All entered WIP has been billed The template only
    Entered WIP not yet billed Neither the template, nor projects using the template

Worksteps can only be deleted from completed projects at the project level. See Deleting Project Worksteps for more information.

Note: To delete a workstep group, you first must remove the child worksteps from the group, then save the template or project. You can then delete the empty group as you would any other workstep.

To delete a workstep from a template, do the following:

  1. ClosedOpen the Templates list.
    • From Dashboard. Open Dashboard, click Application Links on the navigation panel, and then click Configuration > Project templates under Workstream.
    • In Workstream. Click Templates in the Manage group on the Manage ribbon.
  2. Select a project template, and then click. You can also right-click and select Open from the menu.
  3. Click Worksteps on the navigation panel.
  4. In the Worksteps grid, select a workstep to delete.
  5. Click Delete on the button bar.
  6. Click Delete on the confirmation message.
  7. Click a ClosedSave option.